Defined Benefit (Pension) · DOL Form 5500 · 2023

Aurelia Osborn Fox Memorial Hospital Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
35th
Percentile by assets National rank
$112,721
Avg per participant Below avg balance/head
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Official DOL plan name: Pension Plan of Aurelia Osborn Fox Memorial Hospital · Sponsored by Aurelia Osborn Fox Memorial Hospital · New York · Healthcare & Social Assistance

$3M in assets, 25 participants

Aurelia Osborn Fox Memorial Hospital's Pension Plan of Aurelia Osborn Fox Memorial Hospital reported $3M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 35th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,264 in Healthcare & Social Assistance (17,684 peers)

Aurelia Osborn Fox Memorial Hospital multi-year trail

Aurelia Osborn Fox Memorial Hospital's plans moved +14.9% in assets from 2022 to 2024; this filing shows Pension Plan of Aurelia Osborn Fox Memorial Hospital at $3M / 25 participants.

#6,264
in Healthcare & Social Assistance (17,684 peers)
+15.8%
assets growth YoY

Pension Plan of Aurelia Osborn Fox Memorial Hospital's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pension Plan of Aurelia Osborn Fox Memorial Hospital vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,818,025 35th percentile higher than 35% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pension Plan of Aurelia Osborn Fox Memorial Hospital among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Aurelia Osborn Fox Memorial Hospital is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of Aurelia Osborn Fox Memorial Hospital reported net income rose from -$92K in the plan year 2022 filing to $385K in the plan year 2023 filing.
  • Pension Plan of Aurelia Osborn Fox Memorial Hospital reported participants fell from 32 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Pension Plan of Aurelia Osborn Fox Memorial Hospital end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 150539039 · Aurelia Osborn Fox Memorial Hospital PY 2023 · Defined Benefit (Pension)

Pension Plan of Aurelia Osborn Fox Memorial Hospital · $3M · 25 · 35th

  • EIN $3M
  • RANK 25
  • PHOTO 35th
  • IND Defined Benefit (Pension)
  • EOY near M Orhan Kaymakcalan Md Defined Benefit Plan and Trust
  • 5500 ind #6264

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →

Pension Plan of Aurelia Osborn Fox Memorial Hospital in the asset neighbourhood

Pension Plan of Aurelia Osborn Fox Memorial HospitalPension Plan of Aurelia Osbo…$3MM Orhan Kaymakcalan Md Defined Benefit Plan and TrustM Orhan Kaymakcalan Md Defin…$3MMeridian Investment Mgmt, Inc. Defined Benefit Pension PlanMeridian Investment Mgmt, In…$3MOtis Elevator Company Puerto Rico Pension PlanOtis Elevator Company Puerto…$3MAbilene Diagnostic Clinic, PLLC Dbpp & T #1Abilene Diagnostic Clinic, P…$3M
End-of-year total assets ($M) among Pension Plan of Aurelia Osborn Fox Memorial Hospital and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Aurelia Osborn Fox Memorial Hospital multi-year asset trail

Sponsor-wide plan assets over time

All Aurelia Osborn Fox Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.944631200819503% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $54.4M $62.6M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 619 $54M
2023 2 577 $59M
2024 2 548 $63M

Aurelia Osborn Fox Memorial Hospital filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$385K
Employer EIN150539039
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of Aurelia Osborn Fox Memorial Hospital vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan of Aurelia Osborn Fox Memorial Hospital, Total assets ($B): 0.002818025 · Participants: 25Pension Plan of Aurelia Osborn Fox Memorial HospitalIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Pension Plan of Aurelia Osborn Fox Memorial Hospital vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan of Aurelia Osborn Fox Memorial Hospital side-by-side with 3 peers →

Pension Plan of Aurelia Osborn Fox Memorial Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is M Orhan Kaymakcalan Md Defined Benefit Plan and Trust in IL ($3M); by covered participants it is Whittaker Corporation Employees' Pension Plan in CA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan of Aurelia Osborn Fox Memorial Hospital assets move in 2023? ▼
Pension Plan of Aurelia Osborn Fox Memorial Hospital grew sharply - up 15.8% during 2023, from $2M to $3M. Reported net income was $385K.
How have Aurelia Osborn Fox Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aurelia Osborn Fox Memorial Hospital's sponsor-wide assets grew 14.9%, from $54M to $63M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Aurelia Osborn Fox Memorial Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is M Orhan Kaymakcalan Md Defined Benefit Plan and Trust in IL ($3M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Aurelia Osborn Fox Memorial Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Whittaker Corporation Employees' Pension Plan in CA (25 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 150539039.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.